Our Process

You reach out to us or we reach out to you. We expect this will be by email and phone.

We sign a customary non-disclosure agreement and you provide recent financial statements/records for the business (at least 3 years).

If there is a good fit, we commit to investing quality time to get to know you and your aspirations for the business. We anticipate site visits and spending significant time on the ground with you and the team. 

We make a formal bid via a letter of intent (LOI). The LOI will be a non-binding offer with our proposed terms, including structure and price.

We perform due diligence on the business. This will be an involved process, covering operational, financial, legal, tax, regulatory, and other commercial matters.

We negotiate and sign a purchase agreement with you. We close and clink glasses. You help us get oriented, then take a well-earned vacation. We get cranking on our promise to accelerate growth, multiply impact and secure your legacy.